Entering a credit and rebill correction order

  1. Select Sales > Entry >  Order.
  2. Create a correction order using the customer, ship to, and warehouse from the original order.
  3. Click Next.
  4. On the Correction page, specify this information:
    Return Adjust Reason

    Specify a reason for the correction. Ensure that the reason supports to Credit/Rebill functionality.

    Invoice #

    Specify the invoice to which the correction applies. Depending on the Auto-Apply Credit to Original Invoice option, the invoice can be in the invoiced or paid stage.

    Note: If you use Sovos Sales and Use Tax system, linking the correction to the original invoice allows Sovos to access the tax rates in effect on the invoice date. If you do not specify an invoice number at the order or line level, the current date is passed to Sovos, and the current tax rate is used.
    Auto-Apply Credit to Original Invoice

    If this option is selected, you can specify an invoice that is in the invoiced stage. If this option is not selected, you can specify an invoice that is in the invoiced or paid stage.

    Note: You require the appropriate operator security to change this setting.
  5. Click Submit.
  6. Specify the product that was billed incorrectly, and then click Add.
  7. On the Correction page, click Find Invoice to view a list of orders that contain the product that was specified in the previous step.
  8. Select an order, and then click Submit.
  9. Click Submit to add the credit order line to the order and access the debit order line.
  10. Specify the price.
  11. Click Update.
  12. Finish the order.
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